To apply Bill Credits during payment, please ensure your bank plugin is updated to version 2025.1.1+

You can now apply bill credits directly at the Pay Vendor Bills Page.

Step 2: Select Bills to Apply Bill Credits

Identify the bills you would like to apply bill credits to and pay. If a default payment method hasn’t been set for a vendor, select a method from the Payment Method drop-down list.

Select the checkboxes next to the bills you want to apply credits to, and click 

Bills and bill credits are grouped by vendor and currency. Use the 

drop-down to filter bills and bill credits by different accounts. Find the vendor you want to apply the bill credits to and click 

There are two methods for applying bill credits:

The Auto-Apply function simplifies the process by automatically applying the available bill credits to the bills. With the Auto-Apply function, bill credits are applied to bills in order from the oldest to the newest due dates.

The left panel contains a list of all available bill credits, including their original amounts and available balances. This panel also displays the total number of bills and bill credits, and how many are currently applied. Select the checkboxes for the bill credits you wish to apply.

, you’ll notice that bill credits are applied to bills starting from the oldest to the newest due dates. The 

 amount will update to reflect the applied bill credits. You can manually adjust the amount of the bill credit if needed or remove bill credits from respective bills by clicking a red cross icon.

After confirming the bill credits application, click 

The Manual Apply function allows you to select specific bill credits and determine the amount to apply to particular bills, giving you precise control over the allocation of bill credits.

 and select the desired bill credit from the drop-down menu. You can customize the amount of each bill credit to apply to a particular bill.

If you wish to remove the applied credits, click the 

 button. This will clear all bill credits currently applied.

The plugin will begin applying bill credits to the selected bills. 

The status column will indicate whether each bill credit has been successfully applied. A green checkmark signifies a successful application, while a red caution icon shows that the bill credit could not be applied. Hover over the icon to see a detailed message explaining why the credit application failed. To reapply the failed bill credits, click 

. If you need to apply bill credits to another vendor, click 

Once you have finished applying bill credits, click 

 button on the Pay Vendors Bill page to proceed with payment.

Applying Discounts (NetSuite)

Applying Bill Credits During Payment

BusinessDays

YourBank

MyBank

Applying Bill Credits (Natively)

SVB Go Link

Welcome

Untitled

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Setting Up Multi-Factor Authentication

Mapping Bank Accounts (NetSuite)

Setting Default Payment Information

Storing Vendor Payment Information

NetSuite Approval Limitations (Informational)

Updating the Bundle (NetSuite)

Uninstalling the Bundle (NetSuite)

Enabling French Canadian Support (NetSuite)

Temp

Paying Bills (NetSuite)

Viewing Bill History (NetSuite)

Vendor Payables

Managing Balances & Transactions (NetSuite)

Enabling Bank Feeds (NetSuite)

Adding Accounts to Bank Feeds (NetSuite)

Disabling Bank Feeds (NetSuite)

Migrating Bank Feeds (NetSuite)